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General information

Production of cardboard packaging for milk and other dairy products. The company has over 50 years of experience
  • Dividend yield for the last twelve months 0.7%
  • Free cash flow yield 4.9% (LTM)
  • Share price is 17.9% higher than minimum and 16.3% lower than maximum for the last 3 years
  • The company is overvalued by EV / LTM EBITDA multiple compared to target level (26.5x vs
    )

Key Financials (Download financials)

Ticker: LMBZ
Share price, RUB:  (-0.8%)477.5
year average price 464.19  


year start price 426.00 2024-10-30

min close price 404.90 2024-12-28

max close price 570.50 2025-05-01

current price 477.50 2025-09-30
Common stocks: 20 752 219

Dividend Yield:  0.7%
FCF Yield LTM: 4.9%
EV / LTM EBITDA:26.5x
EV / EBITDA annualized: 31.0x
Target EV / EBITDA (hist percentile):
EV / LTM EBITDA mutiple calculation
Market Cap (m RUB): 9 909
Net Debt (m RUB): -485
EV (Enterprise Value): 9 424
EBITDA LTM (m RUB): 356
EV / LTM EBITDA: 26.5x
Net Debt / LTM EBITDA (if EBITDA > 0): -1.4x
Average daily trading volume for the week, RUB mln: 1
P / E 37.6x
P / E ann-d35.9x
P / B 5.4x
EBITDA margin ann-d 11.0%
Net income margin ann-d 10.0%

Revenue and EBITDA

Semi-Annual values (m RUB)

Change (y/y)

Cash Flow

FCF (m RUB), before FX effects elimination

Net Debt / Cash and Equivalents (m RUB)

Share price and dividends (Download history)

Share price

Payment RUB per share

Multiple and potential

EV / LTM EBITDA and 50% percentile

Potential dynamics

Daily trade volumes

Millions of RUB

P/B and P/E multipliers

P / B

P / E

MSFO data *The values are shown in mln RUB The % change shows the difference from the same period last year

View as Pivot Table       Export as Pivot Table (xlsx)



Income


Q Revenue Gross profit Operating income Net income PercentProfit PercentLoss
 
2025 q2 690-3% 171-6% 76-2% 69+10% 26>+200% -9+59%
2025 q1 690-3% 171 76-2% 69+10% 26>+200% -9+59%
2024 q2 711+15% 182 77+8% 63+17% 7>+200% -6-19%
2024 q1 711   77 63 7 -6
2023 q4 2 568-1%   394+181% -82>+200% 19+79% -11-65%
2023 q3 2 568   394 -82 19 -11
2023 q2 617   72 54 2 -7
2022 q4 2 597   140 -25 11 -33


Balance


Implied interest rate for 2024 q2:
= (PercentLoss - PercentProfit) * (365 / periodLength) / (NetDebt - MinorityInterest)
= (6 - 7) * 4 / (130 266 - 129 796)

Q Total equity Total assets Net debt Implied interest rate NetDebt / LTM EBITDA
 
2025 q2 1 825-99% 2 465-99%      
2025 q1          
2024 q2 129 796 183 863 130 266 -1.3%  
2024 q1          
2023 q4 1 905 1 905      
2023 q3          
2023 q2          
2022 q4          


Cashflow


Q Operating cashflow Investing cashflow Financial cashflow
 
2025 q2 53+44%   20<-100%
2025 q1 53<-100%   20<-100%
2024 q2 37<-100% 9<-100% -43<-100%
2024 q1 -38 9 -43
2023 q4      
2023 q3      
2023 q2 -73 -53 24
2022 q4      
RSBU data *The values are shown in mln RUB The % change shows the difference from the same period last year

View as Pivot Table       Export as Pivot Table (xlsx)



Income


Q Revenue Gross profit Operating income Net income PercentProfit PercentLoss
 
2025 q2 734+1% 165-16% 65-32% 59-24% 26>+200% -16>+200%
2025 q1 655-7% 177-2% 95+2% 82+9% 26>+200% -2-61%
2024 q4 658-3% 237-19% 129-40% 67-59% 23+195% -25>+200%
2024 q3 6580% 225+30% 139+24% 66-15% 4-42% -13+46%
2024 q2 727+24% 197+55% 96+120% 77+168% 7+138% -5-31%
2024 q1 707+9% 181+47% 92+47% 75+65% 8>+200% -6-6%
2023 q4 678-18% 291+51% 213+107% 161>+200% 8+146% -7-10%
2023 q3 655-9% 173+53% 112+106% 78+170% 6+58% -9-41%
2023 q2 584-9% 127+29% 44+17% 29+28% 3+10% -8-36%
2023 q1 650+60% 123+89% 63>+200% 45>+200% 2+153% -7-22%
2022 q4 ( 13385 , 13388 ) 828+146% 192+199% 103>+200% 53>+200% 3>+200% -8-26%
2022 q3 718+150% 113+149% 55>+200% 29>+200% 4 -15+34%
2022 q2 645+121% 99+125% 37+196% 23>+200% 3 -12-1%
2022 q1 406+61% 65+24% 14-27% 3+62% 1 -9-31%
2021 q4 336+33% 64+25% 13-28% 2-3% 0+100% -11-19%
2021 q3 288+30% 45+3% 14+8% 2-48%   -11-27%
2021 q2 292+10% 44-9% 13-26% 2-58%   -12-23%
2021 q1 253+9% 53+26% 19+47% 2-38%   -12-27%
2020 q4 252 51 18 2 0 -13
2020 q3 222 44 13 4 4 -15
2020 q2 264-3% 48+16% 17+94% 4+32% 8-38% -16+22%
2020 q1 231 42 13 3 14 -17
2019 q4            
2019 q3            
2019 q2 272 42 9 3 13 -13


Balance


Implied interest rate for 2024 q3:
= (PercentLoss - PercentProfit) * (365 / periodLength) / (NetDebt - MinorityInterest)
= (13 - 4) * 4 / (260 - 0)

Q Total equity Total assets Net debt
 
2025 q2 1 810 2 448 -485
2025 q1 1 752+37% 2 350+22% -423>+200%
2024 q4 1 670+38% 2 258+20% -495>+200%
2024 q3 801-21% 1 660-10% 260<-100%
2024 q2      
2024 q1 1 283+41% 1 921+20% -29<-100%
2023 q4 1 208+40% 1 877+20% -115<-100%
2023 q3 1 014+26% 1 839+8% -170<-100%
2023 q2 936+20% 1 791+9% -35<-100%
2023 q1 908+20% 1 597-5% 48-86%
2022 q4 ( 13385 , 13388 ) 862+38% 1 559+14% 20-95%
2022 q3 805+29% 1 707+30% 36-90%
2022 q2 781+25% 1 650+25% 267-28%
2022 q1 758+22% 1 673+27% 354-8%
2021 q4 627+1% 1 361+2% 364-5%
2021 q3 625+36% 1 316+12% 375-6%
2021 q2 623+37% 1 321+9% 373-7%
2021 q1 621 1 314 384
2020 q4 619 1 333 384-9%
2020 q3 458 1 171 400
2020 q2 455 1 207 403
2020 q1      
2019 q4     420
2019 q3      
2019 q2      
More information for subscribed users:
detailed calculation of
Potential and Created Value,
commodities affecting the company